Company First (vs Contacts)
upcoming
T
Tracey Lorenson
Our clients are companies so our conversations need to show the conversations with associated contacts. This "company first" mode is common in CRM platforms where you toggle if your clients are businesses or individuals.
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C
Cristian Droescher
When will this feature be developed? We’ve been eagerly waiting for this since 2023. This would be a significant upgrade for every agency using this platform, as all our clients are companies. Having the software set up for B2B instead of B2C would greatly simplify our workflows.
S
Stephanie Smith
I am interested in this functionality as well.
C
Cristian Droescher
When is this coming we need it really bad?
E
Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
Same issue here. Our B2B clients get confused when they can't see all conversations tied to a company in one view. Right now we have to jump between individual contact records to piece together the full conversation history with a business.
J
Jamie Close
Any Update on this? when do we expect it to be done? It's clear to see from this thread that it is in high demand
L
Lorenzo Bonatti
Is there any update on this?
R
Richard Baek
This has been upcoming for a few years. When can we expect this to be done?
A
Anton Mattli PAG
This shows that GHL was built for tiny businesses that cater to consumers only... Unbelievable that they have not fixed this. The request was made more than 2 years agao and I understand that this has been marked as "UPCOMING" for a very long time. What is the reason for the delay?
Is GHL abandoning any attempt to cater to B2B???
D
Damian Sutton
I have many clients that want to see all conversations relating to a Company. I really hope that we the work being done to turn Company into a custom object, that we can also have the ability to easily view all comms for a company.
M
Mark Hoffman
lol marked as upcoming over 2 years ago. hard to emphasize how important this is to me.
not being able to organize things by company is a complete nightmare.
HighLevel itself is a bit of a b2b company..............
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